Filed June 18, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Service code 27 24 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $42,912 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,009 | $69,362+28.3% | $101,248-12.1% | $73,488+21.1% |
| Participation rate | 81.6% | 68.4%+13.2pp | 75.8%+5.8pp | 70.7%+10.9pp |
| Annual return | 22.00% | 18.46%+3.5pp | 46.47%-24.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $930 | $2,628-64.6% | $3,660-74.6% | $2,270-59.0% |
| Participant deferral / active EE | $7,712 | $3,300+133.7% | $4,370+76.5% | $3,740+106.2% |
| Admin fee / account holder | $251 | $704-64.4% | $5,945-95.8% | $513-51.1% |